{"id":95767,"date":"2025-12-11T15:20:09","date_gmt":"2025-12-11T20:20:09","guid":{"rendered":"https:\/\/ifintechworld.com\/?p=95767"},"modified":"2025-12-11T15:20:18","modified_gmt":"2025-12-11T20:20:18","slug":"silicon-laboratories-inc-slab-presents-at-barclays-23rd-annual-global-technology-conference-transcript","status":"publish","type":"post","link":"https:\/\/ifintechworld.com\/?p=95767","title":{"rendered":"Silicon Laboratories Inc. (SLAB) Presents at Barclays 23rd Annual Global Technology Conference Transcript"},"content":{"rendered":"<div>\n<header class=\"flex flex-col items-start justify-between\"><\/header>\n<div class=\"relative mb-18 flex-col\" data-test-id=\"author-brief\">\n<div class=\"flex items-start justify-between\">\n<div class=\"relative z-0 mr-18 flex grow\">\n<div class=\"flex shrink-0 items-center justify-center relative size-36 rounded-full\" data-test-id=\"user-pic-wrapper\"><\/div>\n<\/div>\n<p><button data-state-text=\"Following\" aria-label=\"Follow SA Transcripts\" class=\"ihjjQ py-8 px-18 ml-auto print:hidden relative inline-flex cursor-pointer select-none items-center whitespace-nowrap break-words transition-colors hover:no-underline motion-reduce:transition-none border-black bg-black text-white hover:bg-black-70 disabled:border-transparent disabled:bg-black-20 dark:border-black-10 dark:bg-black-10 dark:text-black dark:hover:border-black-30 dark:hover:bg-black-30 dark:disabled:bg-black-30 w-auto min-h-36 justify-center border px-16 py-1 text-medium-b rounded-8\" data-test-id=\"follow-button\" type=\"button\"><span class=\"\"><span aria-hidden=\"true\" class=\"wMAFB relative flex justify-center\" data-state-placeholder=\"Following\"><span class=\"absolute\">Follow<\/span><\/span><\/span><\/button><\/div>\n<\/div>\n<div class=\"mb-12\">\n<div aria-label=\"Audio player\" class=\"relative mb-8 mr-8\"><button id=\"sa-audio-player-play-button\" class=\"inline-flex items-center font-bold md:hidden relative inline-flex cursor-pointer select-none items-center whitespace-nowrap break-words transition-colors hover:no-underline motion-reduce:transition-none border-black bg-black text-white hover:bg-black-70 disabled:border-transparent disabled:bg-black-20 dark:border-black-10 dark:bg-black-10 dark:text-black dark:hover:border-black-30 dark:hover:bg-black-30 dark:disabled:bg-black-30 min-h-36 justify-center border text-medium-b rounded-8 size-36 p-6\" data-test-id=\"play-button\" type=\"button\"><span class=\"relative flex shrink-0 items-center justify-center [&amp;&gt;svg]:max-h-full [&amp;&gt;svg]:shrink-0 [&amp;&gt;svg]:grow [&amp;&gt;svg]:fill-current size-24 m-0\"><span class=\"flex size-16 text-current\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 16 16\" class=\"flex shrink-0 fill-current\" data-test-id=\"play-button-play-svg\"><path fill=\"currentColor\" d=\"M0 16V0l16 8z\"><\/path><\/svg><\/span><\/span><span class=\"sr-only\"><span class=\"font-bold b4Wu7\">Play Earnings Call<\/span><\/span><\/button><button id=\"sa-audio-player-play-button\" class=\"items-center font-bold hidden md:inline-flex relative inline-flex cursor-pointer select-none items-center whitespace-nowrap break-words transition-colors hover:no-underline motion-reduce:transition-none border-black bg-black text-white hover:bg-black-70 disabled:border-transparent disabled:bg-black-20 dark:border-black-10 dark:bg-black-10 dark:text-black dark:hover:border-black-30 dark:hover:bg-black-30 dark:disabled:bg-black-30 w-auto min-h-36 justify-center border px-16 py-1 text-medium-b rounded-8\" data-test-id=\"play-button\" type=\"button\"><span class=\"relative flex shrink-0 items-center justify-center [&amp;&gt;svg]:max-h-full [&amp;&gt;svg]:shrink-0 [&amp;&gt;svg]:grow [&amp;&gt;svg]:fill-current mr-8 size-24\"><span class=\"flex size-16 text-current\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 16 16\" class=\"flex shrink-0 fill-current\" data-test-id=\"play-button-play-svg\"><path fill=\"currentColor\" d=\"M0 16V0l16 8z\"><\/path><\/svg><\/span><\/span><span class=\"\"><span class=\"font-bold b4Wu7\">Play Earnings Call<\/span><\/span><\/button><\/div>\n<\/div>\n<div class=\"paywall-full-content R6FbO mb-32 flex sa-text-content sa-media-content sa-table-content sa-content-helpers print:block\">\n<div class=\"w-0 grow print:w-auto\">\n<div>\n<div class=\"T2G6W\" data-test-id=\"content-container\">\n<div class=\"transcript-headline\">\n<p data-eci=\"true\">Silicon Laboratories Inc. (<span class=\"ticker-hover-wrapper\">SLAB<\/span>) Barclays 23rd Annual Global Technology Conference December 11, 2025 12:50 PM EST<\/p>\n<\/div>\n<div class=\"transcript-company-participants\">\n<p class=\"transcript-company-participants-title\"><strong>Company Participants<\/strong><\/p>\n<p><span>Dean Butler &#8211; CFO &amp; Senior Vice President<\/span><br \/><span>Thomas Haws &#8211; Investor Relations Manager<\/span><\/p>\n<\/p><\/div>\n<div class=\"transcript-other-participants\">\n<p class=\"transcript-other-participants-title\"><strong>Conference Call Participants<\/strong><\/p>\n<p><span>Thomas O&#8217;Malley &#8211; Barclays Bank PLC, Research Division<\/span><\/p>\n<\/p><\/div>\n<div class=\"transcript-presentation\">\n<p class=\"transcript-presentation-title\"><strong>Presentation<\/strong><\/p>\n<div class=\"transcript-presentation-section\" seq=\"0\">\n<p class=\"transcript-presentation-section-title\"><span><strong>Thomas O&#8217;Malley<\/strong><\/span><br \/><span><i>Barclays Bank PLC, Research Division<\/i><\/span><\/p>\n<p>Thank you very much. Welcome back to the Barclays Global Tech Conference. I&#8217;m Tom O&#8217;Malley, semi and semi-cap equipment analyst. Very happy to have Dean Butler with us and also Thomas Haws with us from Silicon Labs. How are you guys doing today?<\/p>\n<\/p><\/div>\n<div class=\"transcript-presentation-section\" seq=\"1\">\n<p class=\"transcript-presentation-section-title\"><span><strong>Dean Butler<\/strong><\/span><br \/><span><i>CFO &amp; Senior Vice President<\/i><\/span><\/p>\n<p>Yes. Good. Thanks for having us, Tom.<\/p>\n<\/p><\/div>\n<div class=\"transcript-presentation-section\" seq=\"2\">\n<p class=\"transcript-presentation-section-title\"><span><strong>Thomas O&#8217;Malley<\/strong><\/span><br \/><span><i>Barclays Bank PLC, Research Division<\/i><\/span><\/p>\n<p>Thank you for being here. I appreciate it.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"transcript-qna\">\n<p class=\"transcript-qna-title\"><strong>Question-and-Answer Session<\/strong><\/p>\n<div class=\"transcript-qna-section question\" seq=\"3\">\n<p class=\"transcript-qna-section-title\"><span class=\"question\"><strong>Thomas O&#8217;Malley<\/strong><\/span><br \/><span><i>Barclays Bank PLC, Research Division<\/i><\/span><\/p>\n<p>Okay. So I think in prior conversations, the way that we start is with a larger thematic, which is talking about how does this AI spend in your vision look? Is it premature? Is it front-end loaded? Do we see this bubble? I think like a better question tailored for Silicon Labs is, one, I&#8217;d love to hear your opinion on just where we are in the investment cycle in aggregate. But two, how do you guys intersect this trend? Obviously, you guys are going to be more towards the edge. I&#8217;d love to hear about your products and your vision for the AI dollars coming into cloud.<\/p>\n<\/p><\/div>\n<div class=\"transcript-qna-section answer\" seq=\"4\">\n<p class=\"transcript-qna-section-title\"><span class=\"answer\"><strong>Dean Butler<\/strong><\/span><br \/><span><i>CFO &amp; Senior Vice President<\/i><\/span><\/p>\n<p>Yes. I mean my opinion, Tom, is we&#8217;re super early innings. And look, Silicon Labs, we&#8217;re not data center focused. So we don&#8217;t really have a great opinion on sort of how the data center sort of rollout is and where they are in their investment cycle. But I look at it as, look, this edge opportunity will ultimately be in addition to what we&#8217;re<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<aside><\/aside>\n<\/div>\n<\/div>\n<\/div>\n<footer class=\"border-t border-share-separator-thin py-18 sm:py-24 print:hidden paywall-full-content\" data-test-id=\"post-footer\"><\/footer>\n<\/div>\n<p>Read the full article <a href=\"https:\/\/seekingalpha.com\/article\/4852647-silicon-laboratories-inc-slab-presents-at-barclays-23rd-annual-global-technology-conference?source=feed_all_articles\" target=\"_blank\" rel=\"noopener\" rel=\"nofollow\">here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Follow Play Earnings CallPlay Earnings Call Silicon Laboratories Inc. (SLAB) Barclays 23rd Annual Global Technology Conference December 11, 2025 12:50 PM EST Company Participants Dean Butler &#8211; CFO &amp; Senior Vice PresidentThomas Haws &#8211; Investor Relations Manager Conference Call Participants Thomas O&#8217;Malley &#8211; Barclays Bank PLC, Research Division Presentation Thomas O&#8217;MalleyBarclays Bank PLC, Research Division [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":613,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"gallery","meta":{"footnotes":""},"categories":[236],"tags":[83],"class_list":["post-95767","post","type-post","status-publish","format-gallery","has-post-thumbnail","hentry","category-news","tag-featured","post_format-post-format-gallery"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Silicon Laboratories Inc. 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